Institutional Ownership Dimensional ETF Tr Inflation P (DFIP)
This table provides information about the institutional ownership of Dimensional ETF Tr Inflation P (DFIP). We have compiled data on the 146 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
37,592
shares
|
$1.56 Million
0.07% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
35,942
shares
|
$1.49 Million
0.15% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
34,428
shares
|
$1.42 Million
0.62% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
34,298
shares
|
$1.42 Million
0.35% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
33,829
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 54.33%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
32,841
shares
|
$1.36 Million
0.08% of portfolio
|
Q4 2024
Reduced 59.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
31,474
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
30,926
shares
|
$1.28 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
30,795
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
29,874
shares
|
$1.24 Million
0.88% of portfolio
|
Q1 2025
Added 23.14%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
29,592
shares
|
$1.22 Million
0.2% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
28,763
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Added 28.36%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
27,670
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
27,193
shares
|
$1.13 Million
0.91% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25,971
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
25,565
shares
|
$1.06 Million
0.57% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
22,934
shares
|
$949,008
0.46% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
22,020
shares
|
$911,187
0.03% of portfolio
|
Q1 2025
Added 24.59%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
21,503
shares
|
$889,794
0.07% of portfolio
|
Q1 2025
Added 27.64%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
20,888
shares
|
$864,345
0.1% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
19,408
shares
|
$803,103
0.02% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,554
shares
|
$767,764
0.0% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
18,094
shares
|
$748,729
0.03% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
17,895
shares
|
$740,495
0.5% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
16,684
shares
|
$690,383
0.14% of portfolio
|
Q1 2025
Reduced 10.22%
|